How to upload documents to the knowledge base
Pipedrive has no native knowledge base. To centralize team documents you must use Smart Docs (Advanced plan+) or connect Google Drive as a shared repository. The process involves setting up integrations and creating folder conventions. In Teeo, you attach the PDF and it's indexed instantly.
How to do it in Teeo
“Upload this document to the knowledge base [PDF attached]”
The document is indexed in the knowledge base and the assistant can search and cite its content.
How to upload documents to the knowledge base in Pipedrive: step by step
Requirements
- ·Smart Docs requires the Advanced plan ($39/user/month) or above. It is not available on the Essential plan.
- ·Pipedrive has no native knowledge base. The recommended solution is Google Drive linked via integration.
- ·Documents in Smart Docs are stored in Google Drive or OneDrive — not directly in Pipedrive.
Log in to Pipedrive
Go to app.pipedrive.com and enter your credentials. Verify that your plan is Advanced or above to use Smart Docs.
Go to Tools and Apps in the sidebar
In the left sidebar, click the grid icon or 'Tools and Apps'. This opens Pipedrive's integrations and tools panel.
Open Smart Docs
Within Tools and Apps, find and click 'Smart Docs'. If it's your first time, Pipedrive will ask you to connect a storage account.
Connect Google Drive or OneDrive as storage
Click 'Connect Google Drive' or 'Connect OneDrive'. Authorize access from your Google or Microsoft account. This connection is required to save and access documents.
Create a folder for the knowledge base
In your Google Drive, create a folder called 'Pipedrive - Knowledge Base' (or whatever name your team prefers). This folder will serve as the centralized document repository.
Upload the PDF document to the folder in Google Drive
Open the folder you created in Google Drive and use the '+ New → Upload file' button to upload your PDF. Wait for the upload to complete before continuing.
Return to Smart Docs in Pipedrive and refresh
Go back to Pipedrive in the Smart Docs section and click the refresh button or navigate to the section again. The recently uploaded document should appear in the library.
Link the document to a deal or contact (optional)
To associate the document with a specific deal, open the deal, scroll to the files section, and click 'Attach from Smart Docs'. Select the document from your library.
Share folder access with your team
In Google Drive, right-click the 'Knowledge Base' folder, select 'Share', and invite team members with 'Viewer' or 'Editor' permissions as appropriate.
Communicate naming and folder conventions to the team
Create an internal guide document explaining how to name files, which subfolder to use for each document type, and how to search for them from Pipedrive or Google Drive.
Frequently asked questions
Does Pipedrive have a native knowledge base?
No. Pipedrive does not have a built-in knowledge base section. The official alternative is Smart Docs (available on the Advanced plan, $39/user/month), which connects Pipedrive with Google Drive or OneDrive to manage documents. For a more complete knowledge repository, teams typically use a shared Google Drive folder linked to Pipedrive.
What is Smart Docs in Pipedrive?
Smart Docs is a Pipedrive feature available from the Advanced plan that lets you create, send, and track documents (contracts, proposals, quotes) directly from the CRM. Documents are stored in Google Drive or OneDrive. It is not a knowledge base per se, but can be used as a team document repository.
How can my salespeople access shared documents in Pipedrive?
The most practical approach is to connect Google Drive to Pipedrive via Smart Docs and create a shared folder for the team. Each salesperson can access documents directly from Google Drive, or from the files section of any deal or contact in Pipedrive if the document was manually attached.